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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Xxi Wealth, LLC (swap one in):+ Wealth Science Advisors LLC $558.7M · Alpharetta, GA+ Guidance Point Advisors, LLC $558.3M+ Accretive Wealth Partners, LLC $504.5M · Parsippany, NJ+ Ruedi Wealth Management, Inc. $498M · Champaign, IL
Chicago, IL
Chicago, IL
Charlotte, NC
Assets under management$531.5M$561M$558.2M
Asset growth, last 2 years–+25%+71%
Advisory staff2511
Individual clients87208725
Assets per client$6.1M$2.7M$770K
Clients per advisor444266
Main custodianSchwabFidelitySchwab
Filing with the SEC since202420162016
Tools in their stack114
People on Advicer.bio2312

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jun 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolXxi Wealth, LLCMatrix Private Capital GroupHobart Wealth
Client File Sharing
Box––Uses it
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Xxi Wealth, LLC: Schwab · Matrix Private Capital Group: Fidelity · Hobart Wealth: Schwab